Every Zipp story tagged #Supply, newest first.
Seven tokens unlock over $115M this week, with BEAT alone accounting for more than the other six combined and resuming supply-side pressure on SUI and ENA.
The schedule spans everything from a $757M single-line cliff to routine mid-cap emissions, with $JTO and $APT the only large-cap names in the mix.
The cumulative volume is the real story, not any single monthly increment: 940K bpd of added supply since the war began is now filtering into a market also bracing for slower demand.
Seven unlocks dominate the month, with RAIN alone worth $785M. If even a slice hits the open market, July is a structurally heavy tape for the named names and their segments.
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